LEARN / REFERENCE CENTER

The map for public investment-manager data

Understand the firms, filings, holdings, identifiers, measures, and methods behind public investment-manager data.

01 / DATA5 dataset guides

Adviser firms, Form ADV records, Form 13F filings, reported holdings, and their native identifiers.

Explore datasets →02 / DEFINITIONS9 core terms

Investment advisers, institutional ownership, AUM, CRD, CIK, CUSIPs, and reporting dates.

Open glossary →03 / RESEARCH GUIDES9 deep guides

Look up records, understand filing requirements, track deadlines, and compare related concepts.

Read guides →04 / TRUST5 public policies

Sources, normalization, entity resolution, freshness, and corrections.

Review methodology →

START HERE

How adviser and holdings records fit together

Form ADV describes an adviser’s registration and business. Form 13F reports specified institutional holdings. CRD and CIK identify different record families, and neither regulatory AUM nor 13F value represents a complete portfolio.

Read the data map